Member Info for Gunsup

Morning Bros..

For sure we know that the total withdrawals are capped at 7 per cent per quarter under US Securities and Exchange Commission rules....

But investors looking to reduce expose being told to stand in line...

Morgan Stanley has limited withdrawals from its $7.6 billion North Haven Private Income Fund after redemption requests hit 10.9 per cent of its assets in Q1 2026.

Cliffwater has also restricted withdrawals, approving repurchases of 7 per cent of the fund’s shares – only half of the 14 per cent requested by investors.

BlackRock, limited withdrawals from its own private credit fund after requests hit 9.3 per cent for the quarter.

Partners Group warned earlier in the day that private credit default rates may double “in the next few years”, driven by AI’s impact on software companies.

This is one to keep an eye on...

So the war goes on and who know how it going to end. EU looking to ramp up nuclear energy program.. In Uk yesterday wind made up over 50% of our energy demand..

Who know how the war really going as media censorship is very active but is reported after 11 days of fighting, the Israel Tax Authority has received 9,115 claims for missile-related damage. These include 6,586 claims for damage to buildings, 1,044 for contents and equipment, and 1,485 for vehicles.

Morning Bros.

So the war continue..

Interesting that Mr Rhamaposa South Africa and Brazils Luiz Inácio Lula da Silva wanting to collaborate on building well who knows. But they said this " “I don’t know if comrade Ramaphosa realises that if we don’t prepare ourselves in terms of defence, one day someone will invade us,” I would assume they are talking to protect themselves not from the usual list of Suspects.. Russia , China or North Korea but America.. !!!

Mr Maplin.

Respect..

I agree 100% ... Trumps right is might approach is wrecking the global rules based order..

Mr Trouble..

War should always be the very last resort...

“It is forbidden to kill; therefore all murderers are punished unless they kill in large numbers and to the sound of trumpets.”

― Voltaire

Mr Dorfan

Respect

" it only takes for a problem like Russia to destroy a pipeline from Norway and we are scuppered"..

Wise words indeed...

As we are seeing in the Middle East we have a very prominent Achilles heal... Energy security must come at the top of our list.. Yesterday Russias massive attacks were on the substations linking Ukraine with Romania etc...

See the problem with the gas is that most home they use this but..

What Mr Milliband not seem to realise ...No matter how many of the solar panel we cover our fields with.. How many of the wind turbine we has , not produce will produce a cubic meter cubic meter of the natural gas... what we may have to consider is more investment in the hydrogen, but that will lead to a lot of work in upgrading infrastructure...

Such a shame this one that we don't have large pockets of it off our coast !!!

Is reported

"UK’s gas reserves have shrunk from 18,000 GWh worth last year to 6,700 GWh – enough for just 1.5 days of demand, according to new data published by transmission operator National Gas"..

Like I say before Europe also many storage facilities as low as 20%.

So what use the 5 eyes when they not even give us the heads up on such a strategically important resource? Did Trump really not think O&G be affected by his action?

Mr Gray

Maybe is about time the Uk got over its Stockholm syndrome with USA..... Well the USA certainly didn't share intelligence over this one...!!!

Americas economy is heavily supported by global conflicts and has been since WW2... Its what they do...

Trump was elected on the promise of no more wars.. Starts s new one every month.. !!!

As for Trumps tariffs. Well that went well... That @'## is a loose cannon... A danger to the global order..

Any thought on the Hungarian seizure of the $82million cash and gold.. Was it really just a lawful transfer between between Oschadbank ( State Savings Bank of Ukraine) and Austria’s Raiffeisen Bank??

Tell you this some very funny business going on and all the while we are being fed newspeak.

Mr Gray

Respect.

I also respect Mr Starmer should decision to publicly keep the Uk out of this as much as possible ( what happen in private?). I agree with Starmer for this position .

The attack on Iran doesn't clear the bar for being legal in my view.. How also can we commit our scant resources to two geographical areas..?

As for Trumps America being our closest ally.. Be very careful.

Mr Kissinger he say.. "to be Americas enemy is dangerous to be its friend is fatal"... Who would deny that the USA has gone from being a gamekeeper to being a poacher with oil as the quarry and from being a friend to an abusive partner..?

The bombing of Irans oil field? How that helping and freeing the people?

Finnish President Alexander Stubb talk now over 500k views...

Morning bros

Mr STP

Respect.

Ah private credit. For sure I was wondering when it would come back to that.. Something to keep both eyes on..

Few days ago... "Apollo Global Management Inc. Chief Executive Officer Marc Rowan warned that a shakeout is coming for private credit firms as the industry faces concerns about rising defaults on loans to software companies"...

Plenty going on at the moment with that sector. Blackrock I believe is 7th largest. Ares still largest..

So big question if / when does this one spill over into the markets?.. Well lets watch this space... Has more than hint of subprime about it which was caused by excessive values in a certain sector !!!!

Mr Skier

respect

"That "speech" just sounds like sour grapes, from the declinist EU bloc"..

Well its had 260,000 views in 24 hrs.. Its an important speech and he is right when he say that the rules based world order needs to be returned. Might is right politics is a path to nowhere... The world is changing the maxed out credit cards Western nations have used are about to be cancelled....

You also say.

"Fact is, the West has strengthened dramatically in the past 15 months"..

The truth is the West has never been so divided.. Mutual trade destruction .. Threats etc,

I am told 40 4 stars have been working on the Ukraine project and where are we.? Europe is still facing dramatic industrial decline.. Its borders are porous and Govts seem unable to deal with the fallout...

This is a very interesting speech.... I don't think he says anything I disagree with..

" FULL SPEECH: Finland President Declares End of Western-Led World Order at Raisina Dialogue | AC1G"...

https://www.youtube.com/watch?v=FZcMo9uCw7E&t=779s

Forgot to say bond coupon rising, hence we see some mortgage rates rising...

So where this leave Europe Uk energy policy.?

My guess this one will be renewables on steroids....

Morning Bros.

Mr Trouble..

I trust you are well.. So for sure Mr Trump not making this up as he goes along then !!!.. India "deal" one of many work around .. Back in Europe...Problem was that Trump started this campaign without prior consultation and the European gas reserve tanks.. Some only 20% filled...!!!

Will we see another migration surge, apart from the Dubai tax dodgers?

Mr Putin certainly looking to leverage this situation..

Mr LTI

Respect.

Everyone with an insight into military campaign will know that at some point you will have to deploy boots on the ground. US forces may well want to use proxies. Coffins never go down well in USA.. So they may even be looking at UAE forces trying to establish control over the choke point in the Straight of Hormuz...

Morning Bros

Mr Rock

Respect.

You say this one...

"UK not involved but were sent a drone anyway via Hezabollah from the Lebanon supplied by Iran targetting a UK airbase on Cyprus, so an unprovoked attack on sovereign territory. Do we ignore it or defend ourselves"..?

Not believe everything you read. US aircraft reported using the base. If that the case why would Iran see it anything other than a target.

Mr Simple..

Respect

Re China.. I agree 100%.. Not up to the USA to decide.. Lots of dark fleet activity involving Venezuelan oil.... Trump looking like his calculator on the blink yesterday when he threatened Spain with a trade embargo. Spain buy a lot more from USA than it sells.....

Before I go

Maybe those who say.. Politics and world events nothing to do with Lloyds may wish to think again...

Mr Trouble

Respect

Enjoy your day..

It would show the Govt are taking an overall view of what is unfolding. How can you make any credible statements with what is going on?.. A energy price shock puts us in a whole new economic world, couple that with supply disruption..

Better to have accurate projections than obviously wishful thinking ones...

This is a force majeur moment...

Mr Trouble.

Respect

"If the Spring statement had been postponed, what message do you think that what would have sent to the markets"..

A better one that how it look now that is for sure.. We will see.

Mr Midge

Respect..

Netanyahu and Trump seen as Gods? I don't think so.

My dad used to lecture in countries like Syria in his role as a endocrinology specialist. He still has very fond memories but they have been destroyed. Look at Gaza.. Then Israel bemoan genocide. so what this then?

The war mongers have a lot to answer for....

If you see Trump and Netanyahu as Caeser figures, Remember this one.....beware the ides of March..

Morning Bros.

Mr Simple

Respect.

I see you were covering the nights shift..

"The strength of the US Dollar has very little to do with whether anyone "despises" the POTUS which I don’t..

Trump has made a lot of enemies, his policies are choatic and no one know what he do next. Therefore trust has evaporated. He is running the USA like a protection racket and that is self destruction.. USA debt now at $38.8 trillion...

So then we has Mr Reeves.. Was a funny thing the Spring statement , was nothing nothing else going on !!!! How out of touch can you be, Should have been postponed..